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As an admin - how can I fully prepare my team's environment before they will recieve an invitation to the system

Last Post 28 Sep 2009 09:13 AM by Josh Santos. 2 Replies.
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Rachel
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18 Jul 2009 11:44 PM
Suppose, you as an administrator of the system would like to fully prepare your team's environment before they actually work on the system (e.g: create for them typical reports, store them into their favorites, create for them default filters, etc). To be able to do that, you would need to finalize their regitration and setup their own account.

To do so, input your own email while creating those users and by that, you will be able to finalize those user's registration (input some common password to all)

Then, you will be able to login to each user's environment and setup appropriate preference.

When done, you are able to invite them once again to the system (and reset password altogether) by going into the "settings"->"users" tab, select all appropriate users and click on "send invitation"
Francisco
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26 Sep 2009 07:21 PM
We can not have the same email in 2 users. Is there a trick to do that?
Josh Santos
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28 Sep 2009 09:13 AM
Even if the same email is used for multiple users, you can still setup their environment. It is the username that has to be unique for each account. Each email address can be associated with multiple accounts (I think I have over a dozen Clarizen accounts associated with my email address). You may just have to go through one additional step, and that is updating each user's username to something that makes sense. The system default username when you have multiple accounts with the same email address will be part of the email address followed by a number (e.g. josh.santos02, josh.santos03).
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